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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED | 2024-01-05 |
| FL | RA | APPROVED | 2023-11-02 |
Branch Locations
760 Constitution Dr Ste 110, Exton, PA 19341 • United States
Boynton Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Chester University | West Chester | PA | 08/2014 | 05/2018 |
| Liberty Union | Chester Springs | PA | 08/2017 | 05/2019 |
| West Chester University - Office Of Service-Learning | West Chester | PA | 01/2018 | 05/2018 |
| Ameriprise Financial Services, Inc. | Exton | PA | 05/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Exton | PA | 03/2020 | Present |
Outside Employment; CSWMG Inc.; Employee; Manage advisory business; 760 Constitution Drive, Suite 110, Exton, PA, 19341; Investment-Related; 04/10/2008; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-21 |
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